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Please sort based on type of credits you would like to earn. Be sure to watch video in it’s entirety, review handouts and take the quiz listed under the program by clicking the “Take Quiz” button.

NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Earn CE credits to meet your CFP and IAR designation requirements on your schedule and with added flexibility.

Search Online Courses for IAR and CFP Continuing Education
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Search Online Courses for IAR and CFP Continuing Education
CE Credit Designations and Licenses (field_ce_credit_designations_and)
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FICO Score

NID1087
The 411 on FICO Scores and How to Improve Them
Speaker Name: Tiffany Cross
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

There have been several proposals to changing the FICO and credit score system. Listen to credit expert Tiffany Cross to learn the latest on the credit score landscape and best practices for you and your clients to optimize their scores.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety 

Video
50 Minutes

Click link below to download power point presentation related to webinar 

Paper
35 Slides

Investing

NID1037
Understanding Employee Stock Plans (RSU, ESOPs, ESPP) & Tax Implications
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

Many employers offer employee stock plans as an incentive, but many clients have no idea of the value of the plans and their tax implications. Join CPA Larry Pon to learn how RSU, ESPP, and Stock Options work and how they may impact a client earnings.  

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
51 Minutes

Click link below to download power point presentation related to webinar

Paper
48 Slides

Estate Planning

NID1025
Essential Estate Planning Documents & Probate Avoidance
Speaker Name: Laurie Steiner, Esq.
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

Proactive estate planning can benefit all clients by ensuring their assets and finances are properly taken care of after their death. Without the proper planning and documents, probate court may lead to unintended distribution of assets. Estate planning also involves giving permission to family members or an attorney to carry out your wishes if you become incapacitated while still alive.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
50 Minutes

Click link below to download power point presentation related to webinar 

Paper
22 Slides